User Management

User Management module facilitates channel banking access to the bank’s users. The bank administrator create users to enable their customers to access their accounts online. Once users are created, banks also need to manage those users. Managing involves editing the user data.

The User Management module allows the bank administrator to:

• Manage Credentials
• Assign Roles
• Status
• Search User
• Create User
• Update User
• Delete User

How to reach here:

Dashboard > OnBoarding > User Management

Search User

Using this option, bank administrators search the existing users. The search result displays a list of particular users based on different search parameters.

Partial search is also allowed using Search User option. For example, if you enter the word “ira” it will display all the users containing that word.

If the search parameters are not specified, then it displays all the records.

Field Description

Field Name	Description
Search User
User Name	Allows to search based on log in id or user Id of the user.
First Name	Allows to search based on first name or given name of the user.
Last Name	Allows to search based on last name/ surname of the user.
Email	Allows to search based on email id of the user.
Mobile Number	Allows to search based on mobile number of the user.

To search user:

• Enter the search criteria, click Search.

2. The search results appear on the Users screen based on the search parameters.

Note: Click Clear if you want to reset the search parameters.
OR
Click Cancel if you want to cancel the transaction.

You can also perform following actions:

• To create a user, Click Create . The Create User screen appears.
• To modify user details, click . The Update User section appears.
• To delete a resource or user, click . The Delete Warning message appears.
• To assign group or role to a user, click the Assign Group link.
• To manage the status of the user, click the Status link.
• To manage the credentials of the user, click the Manage Credentials link.

Create User

Using this option, the bank administrator can create users. Random password is set and alerted to the user for first time login purpose.

The types of users are created:

• Retail User- this involves, searching through party id and assigning the already mapped party details to the user.
• Corporate User- this involves, searching through party id and assigning the already mapped party details to the user.
• Administrator

To create a user:

1. In the User screen, click Create. The Create New User screen appears.

Field Description

Field Name	Description
User Type	Type of user being created. The options can be: Retail User Corporate User Administrator
Role	Name of the role. The options can be: Maker : appears if you select Corporate User option from User Type list. Checker : appears if you select Corporate User option from User Type list. Viewer: appears if you select Corporate User option from User Type list. AuthAdmin : appears if you select Administrator option from User Type list. Customer: appears if you select Retail User option from User Type list.
Party ID	PartyA party is any individual or business entity having a banking relationship with the bank. id of the user being created.
Party Name	Party name of the user being created.
Employee Details This section only appears, if you select AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. option from User Type list.
Organization	Name of the organization.
Manager	Name or id of manager.
Employee Number	Employee id of the user.
Profile Information
User Name	User name of the user being created.
Email Id	Email id of the user registered with the bank.
Title	Salutation to be used for the user. The options are: Mr Mrs Miss Dr
First Name	First name or given name of the user registered with the bank.
Middle Name	Middle name of the user registered with the bank.
Last Name	Last name of the user registered with the bank.
Address Details
Address Line 1,2	Address details for contact information of the user.
Address Line 3,4	Address details for contact information of the user.
City	City of residence of the user registered with the bank.
State	State of the user registered with the bank.
Country	Country of the user registered with the bank.
Pin Code	Zip code of the user registered with the bank.
Miscellaneous Information
Contact number (mobile)	Mobile number of the user.
Contact number (land line)	Land line or residence number of the user.
Date of Birth	Date of birth of the user.
Limit	The type of limit to be assigned to the user.

2. From the User Type list, select the appropriate type for the user being created.
1. If you select Retail User or Corporate User option:
1. From the Role list, select the appropriate option.
2. In the Party Id field, enter the party id.
3. Click Search.
   The mapped details for the party id appears based on the entered search parameters.
   OR
   Click Clear to reset the details.
   OR
   Click Cancel to cancel the transaction.
4. In the User Name field, enter the user id of the user.
5. In the Address Details section, enter the required details.
6. From the Limit list, select the appropriate limit to be assigned.
2. If you select Administrator option:
1. From the Role list, select the appropriate option.
2. In the Organization field, enter the organization of the employee.
3. In the Manager field, enter the name of the manager of the employee being created.
4. In the Employee Number field, enter the six digit employee number of the user.
5. In the User Name field, enter the user id of the user.
6. In the Email Id field, enter the email address of the user.
7. From the Title list, select the appropriate option.
8. In the First Name field, enter the first name or given name of the user.
9. In the Middle Name field, enter the middle name or given name of the user.
10. In the Last Name field, enter the last name or given name of the user.
11. In the Address Details section, enter the required details.
12. In the Contact number (Mobile) field, enter the mobile number of the user.
13. In the Contact number (Land line) field, enter the land line number of the user.
14. In the Date of Birth field, enter the appropriate date.
15. From the Limit list, select the appropriate limit to be assigned.
3. Click Save to save the user details.
   OR
   Click Back to navigate to previous screen.
   OR
   Click Cancel to cancel the transaction.
4. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Edit to modify the details.
   The user will be navigated back to the create screen.
   OR
   Click Cancel to cancel the transaction.
5. The success message of user creation appears.
   Click OKto complete the transaction.

Note:
1) If the setup requires an approval workflow, the maintenance will only be initiated. Once approved by the required number of approvers, a new user will be created with the provided details in OUD/LDAPLocal Directory Access Protocol.
2) If the setup does not require an approval workflow or is self / auto approved, a new user will be created with the provided details in OUD/LDAP.
3) Once a user is successfully created in OUD/LDAP, an alert is generated and sent to the newly created user’s email ID with the new password. The user needs to then login to his online banking account using the credentials in the email.

Update User

Using this option, you can update or edit the details of a particular user. These details are based on the information configured by you, while creating the user.

To edit or update a user details:

1. Repeat step 1 of Search User section.
2. To edit a user, select a record and click . The Update User screen appears.

Update User

Field Description

Field Name	Description
User Type	Type of user. Retail User Corporate User Administrator
Role	Role assigned to the user. This field appears for the Customer type of user.
Profile Information
User Name	Common name or user id of the user.
Email Id	Email address of the user.
Title	Salutation to be used. The options are: Mr Mrs Miss Dr
First Name	First name or given name of the user.
Middle Name	Middle name of the user.
Last Name	Last name of the user.
Employee Details This section only appears, if you select Administrator option from User Type list.
Organization	Name of the organization. This field appears for the Employee type of user.
Manager	Name or id of manager. This field appears for the Employee type of user.
Employee Number	Employee id. This field appears for the Employee type of user.
Address Details
Address Line 1,2	Address details for contact information of the user.
Address Line 3,4	Address details for contact information of the user.
City	City of residence of the user.
State	State of the user.
Country	Country of the user.
Pin Code	Zip code of the user.
Miscellaneous Information
Contact number (Mobile)	Mobile number of the user.
Contact number (Land line)	Land line or residence number of the user.
Date of Birth	Date of birth of the user.
Limit	The type of limit to be assigned to the user.

3. Update the details.
4. Click Save to update the changes.
   OR
   Click Back to navigate to previous screen.
   OR
   Click Cancel to cancel the transaction.
5. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Edit to modify the details.
   The user will be navigated back to the create screen.
   OR
   Click Cancel to cancel the transaction.
6. The success message of updates appears.
   Click Done to complete the transaction.

Delete User

Using this option you can delete an existing user.

Note: Deletion of user is possible only from LDAP. administrator cannot delete the user from application.

To delete a user:

1. Repeat step 1 of Search User section.
2. To delete a user, click . The Delete Warning message appears.

3. Click Confirm to delete the user.
   OR
   Click Cancel to cancel the transaction.
4. The success message of user deletion appears.
   

FAQs

Who can create / update the user?

Only bank administrator can create a user and edit its details.

Which user information can I update using Update User screen?

Using the Update User screen, you can update only the editable profile information, address details and miscellaneous information such as email-id, mobile number etc. To edit the other information like User Name and Email id you need to contact to the bank.

What are the details required to create a user?

Following details are required to create the below users:

• Retail User: All the personal details, contact details are fetched from UBS. Only user name and limit is provided as input.
• Corporate User: Contact details, role, party selection and limit group association
• Bank Administrator: Employee details, personal details, details and role

What are the details that can be amended for a user?

Following details are required to create the below users:

• Retail User: Limit Group Assigned
• Corporate User: All details like contact details, role, party selection and limit group association can be amended except for the username
• Administrator: All details like employee details, personal details, details and role can be amended except for the username

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